Find your business figures in Reports
Accounting
Browse reports by area, keep your favourites, change the period of any report and see how much money you'll have in the bank
In this tutorial, we show you how to find your business figures in Reports, grouped by the question they answer: sales and customers, collections and payments, purchases, taxes and accounting. You star the ones you use most, open Sales by customer already calculated, with its chart and table, change the period and export it to PDF, Excel or CSV. And with the cash flow forecast, you see how much money you’ll have in the bank over the coming weeks, based on the due dates of your invoices, purchases and payslips.
Video transcript
Let's see how to find your business figures in Reports, from how much you sell to each customer to the money you'll have in the bank over the coming weeks. Reports are grouped into areas, according to the question they answer. The business summary, sales and customers, collections and payments, purchases, taxes and accounting.
For the ones you use most, click the star. They appear first, under Favourites, so they're always to hand. Open Sales by customer. Every report opens already calculated, with a chart of your top customers and, below it, a table with all their figures. The settings stay at the top, summarised. To see another period, open it, choose the previous quarter, for example, and click View report.
The result is recalculated instantly. With Print it's ready for paper, and from this menu you export it to PDF, Excel or CSV, with whatever filters you've set. Go back to the list with the cross. If you know what you're looking for, type it in the search box, and the list filters instantly. Open Cash flow forecast and click View report.
It starts from your bank balance today, adds what you're due to collect and subtracts what you're due to pay, based on the due dates of your invoices, purchases and payslips. By week, you see the detail of the next three months: the collections and payments expected each week, and the balance you end it with.
And if no report answers your question, create your own query. That way, your business figures are always to hand.
